About Robson Macintosh
We are a small dedicated team of IFAs who work to develop long term relationships with our clients. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance.
The firm has grown tremendously over the years with all of our clients being referred to us by solicitors, accountants and existing clients.
Our firms’ advisors have many years experience in the financial services sector and can advise on all financial matters. We can draw on our combined team strength to discuss and advise on client situations. For more details on the capabilities and financial products covered by individual team members, please click on the "Our Team" link.
How we work
We believe that our business depends solely on our ability to provide you with sound, sensible and accurate financial advice, not only now but over the long term. That is why when we first meet, we will usually start off by discussing your aims and needs in general, before going on to conduct a thorough financial review.
Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will discuss our conclusions and recommendations, agreeing your priorities before taking the appropriate action.
We provide regular evaluations of our clients' financial situation and actively encourage you to contact us to discuss any aspect of your arrangements. We offer an invaluable point of contact for clients who are unsure of their next step due to changing circumstances.
The next step...
To get in touch, simply drop us a line at our email address or call the number shown in our Contact section. Your enquiry will be acknowledged before being passed on to the most relevant professional.
After our advisor has given you some thoughts on your own financial situation, if you would like to meet to discuss the matter further, we can set up an appointment at our centrally located offices in Edinburgh. A consultant is available to come and see you at your home or office if travelling into town is not convienent for you.